See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,514 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,708 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,159 | $54,320-51.8% | $67,652-61.3% | $52,331-50.0% |
| Participation rate | 95.0% | 73.6%+21.4pp | 75.7%+19.3pp | 68.1%+26.9pp |
| Annual return | 0.20% | 6.81%-6.6pp | 6625.04%-6624.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,598 | $1,544+3.5% | $2,266-29.5% | $1,882-15.1% |
| Participant deferral / active EE | $3,258 | $2,950+10.4% | $3,560-8.5% | $3,022+7.8% |
| Admin fee / account holder | $184 | $527-65.0% | $4,821-96.2% | $592-68.9% |